Search

Without your help, clients’ children may feel unprepared to discuss their parents’ finances and almost certainly will not become clients of yours. In this episode, James J. Silbernagel, LUTCF, CFP, explains how connecting with his clients’ kids enhances professional and personal relationships and provides essential lessons for multiple generations.

How Court of the Table qualifier Jim Silbernagel moved past his technology comfort zone to change processes and continue working with clients, even in the most challenging of times.

Learn how to solidify your relationship with your clients by taking care of what they care about most: their kids. Learn how meeting with your clients’ children enables you to strengthen your relationship with your existing clients, reduces your liability, creates additional referrals and referral sources, retains wealth after it transfers, opens new planning opportunities with the next generation, and increases the value of your business. Silbernagel has built his business and reached Top of the Table by implementing the family meeting into his practice in a small town of 4,000.

Bringing clients and their adult children together helps everyone prepare for all of life's seasons.

Learn how to solidify your relationship with your clients by taking care of what they care about most: their kids. Learn how meeting with your clients’ children enables you to strengthen your relationship with your existing clients, reduces your liability, creates additional referrals and referral sources, retains wealth after it transfers, opens new planning opportunities with the next generation, and increases the value of your business. Silbernagel has built his business and reached Top of the Table by implementing the family meeting into his practice in a small town of 4,000.